Overview
Assets Under Management: $147 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.97
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 444
Non-Discretionary Accounts: 444
Regulatory Filings
CRD Number: 143462
Last Filing Date: 2025-02-05 00:00:00
Website: https://strategicwealthadvisors.net